Solutions

BY ROLE

CRM Admin

Sales Operations

Account Executive

Sales Leader

Financial Advisor

SALESFORCE PRODUCTIVITY

Book More Meetings

Prospect Smarter

Sales Activity Data

Supercharge Sales Activity
Products

SALESFORCE PRODUCTIVITY

Salesforce Sidebar Bring your customer and pipeline data to your email inbox

Salesforce Sync Sync 100% of your meetings, tasks, and emails directly to your CRM – no more manual data entry

Email Templates Send personalized emails using our library of high-performing Salesforce templates

List/CC Send Leverage Salesforce list views to send mass emails to your contacts or leads – up to 500 recipients

SALES ACCELERATION

Calendar Scheduling Share your calendar, automate scheduling, and book more meetings – synced directly to Salesforce *Now with Team Scheduling!

Buyer Signals Track, capture, and view all customer touchpoints, including email opens, link clicks, and more

Inbox Sidebar View Salesforce, your email, and your calendars all from the same place: your inbox

Email Blast Use high-performing templates and Salesforce merge fields to send personalized emails at scale

Sales Cadences Create pre-scheduled sales sequences to effectively nurture your prospects and clients

Be a High Performing Organization.
Schedule a demo
Resources

KNOWLEDGE BASE 2022

I am using this version of Cirrus Insight today. Cirrus Insight 2022

KNOWLEDGE BASE 2019

I am using Cirrus Insight 2019 today. Cirrus Insight 2019

BLOG
How To Increase Your Sales Outreach Efforts 10X In 2022 by BJ Mendelson Cirrus Insight Raises $3.5m in Funding to Help Customer-Facing Teams by BJ Mendelson View all Blog Posts >

CUSTOMER STORIES

Cirrus Insight Customers use smart, simple, and seamless solutions that allow them to grow

SERIOUS INSIGHT PODCAST

Should I Build my Component/App or Should I Buy it? (Part 1) View all Episodes >
Pricing

Login

Search Results for:

×

Start your free trial!

Sales Intelligence & Automation Blog

Increase Sales and drive adoption of Salesforce with Cirrus Insight.

Filter By:

All topics
Salesforce
Sales Productivity
Best of
Sales Intelligence
Sales Prospecting
Product
CRM Admininstration
Sales Metrics
Admin
Sales Strategy
serious insights
Company News
Sales Leadership
Auto-Sync Everything To Your CRM
Book More Meetings
Chrome
Financial Services
Getting Started
Sales Activity Data
Sales Forecasting
Supercharge Sales Activity

Start your day with more than just work emails

Receive monthly newsletters loaded with expertly curated articles, tips, and more

Admin, Salesforce

How to Become a Salesforce Admin

By Amy Green | 08/11/2021

Amy Green

Marketing Director at Cirrus Insight

Start your free trial and be free from CRM work.

Deliver on growth.

No Credit Card Required

Try for free

Be a High Performing Organization.

See a Demo

You may also like..

How to Pass the Salesforce Administrator… | Cirrus Insight

How to Pass the Salesforce Administrator… | Cirrus Insight

January 5, 2021 | 11 minutes to read

by Maddy Osman

Admin, Salesforce

Read more

9 Must-Have Salesforce Administrator Skills | Cirrus Insight

9 Must-Have Salesforce Administrator Skills | Cirrus Insight

July 7, 2021 | 6 minutes to read

by Maddy Osman

Admin, Salesforce

Read more

What Makes a Good Salesforce Admin?

What Makes a Good Salesforce Admin?

May 24, 2022 | 4 minutes to read

by Kristi Campbell

Admin, Salesforce

Read more

Features

All Features
Salesforce Sidebar
Salesforce Sync
Scheduling
Buyer Signals
Sales Cadence
Email Templates
Attachment Tracking

Solutions

Customer Service Reps
Account Executive
Sales Manager
Sales-Ops
CRM Admin
Pricing

Resources

Knowledge Base
Blog
Partner Success
Guide to Sales Metrics
Enterprise Guide to Salesforce Email integrations
Schedule a Demo

Company

About
Contact
Careers
Terms
Trust, Privacy & Security

© Copyright 2022 Cirrus Insight® All rights reserved
Raleigh, NC a Cirruspath, Inc. company